> You are reading the Docusign Developer Documentation. For clean Markdown of any page, append .md to the page URL. > > Documentation indexes by section: > - APIs and SDKs: https://docusign.docs.buildwithfern.com/docs/llms.txt > - Platform 101: https://docusign.docs.buildwithfern.com/platform/llms.txt > - Extension Apps: https://docusign.docs.buildwithfern.com/extension-apps/llms.txt > - Docusign CLI: https://docusign.docs.buildwithfern.com/docusign-cli/llms.txt > > Authentication (OAuth, JWT Grant, M2M): https://docusign.docs.buildwithfern.com/platform/auth > Webhooks and Connect: https://docusign.docs.buildwithfern.com/platform/webhooks > > OpenAPI specifications: https://docusign.docs.buildwithfern.com/openapi.json > MCP server: https://docusign.docs.buildwithfern.com/_mcp/server # How to send an envelope with tabs > Learn how to add tabs to your envelopes with the Apex Toolkit. This topic demonstrates how to add [tabs](/docs/esign-rest-api/esign101/concepts/tabs) to your envelope. ## Prerequisites 1. Install the [Docusign eSignature for Salesforce](/docs/salesforce/how-to/apex-toolkit-install) managed package. 2. Create a subdomain for your Salesforce organization by enabling "My Domain." 3. Select the **Docusign Setup** tab and complete the login step. ## Required data Running the code in this how-to requires this data: | Data element | Description | | ------------------- | ------------------------------------------------------------------------------- | | Content Document ID | The ID of a document stored in a Salesforce library. | | Source ID | The ID of the Salesforce Contact from whom the Docusign envelopes will be sent. | ## Step 1. Define your class and method Create the class and method that will contain the code in this example. You can skip this step if you are adding this code to an existing class. **`Apex`** ```java title="Apex" public with sharing class SendEnvelopeWithTabsController { @AuraEnabled public static void sendEnvelopeWithTabs() { } } ``` ## Step 2. Create your envelope definition Use the [dfsle.EnvelopeService.getEmptyEnvelope](/docs/salesforce/apex-toolkit-reference/envelopeservice.html) method to create an empty envelope definition that will be subsequently completed, created, and sent. Specify the Salesforce source ID of the record in the [dfsle.Entity](/docs/salesforce/apex-toolkit-reference/entity.html) parameter that is to be used as the source object for the envelope. **`Apex`** ```java title="Apex" Id mySourceId = '00XXXXXXXXXXXXXXAM'; // The ID of the initiating Salesforce object // Create an empty envelope dfsle.Envelope myEnvelope = dfsle.EnvelopeService.getEmptyEnvelope( new dfsle.Entity(mySourceId)); // The initiating Salesforce entity ``` ## Step 3. Specify a document for the envelope Create a new [dfsle.Document](/docs/salesforce/apex-toolkit-reference/document.html) and add it to the envelope. This example uses the [dfsle.DocumentService.getDocuments](/docs/salesforce/apex-toolkit-reference/documentservice.html) method, passing in the `ContentDocumentId` of a document already stored in a Salesforce library. Then, it uses the Envelope's [dfsle.Envelope.withDocuments](/docs/salesforce/apex-toolkit-reference/envelope.html) method to add the document to the envelope. **`Apex`** ```java title="Apex" Id myDocumentId = '06XXXXXXXXXXXXXXAQ'; // The ID of a document stored in a Salesforce library Id myFileId = [SELECT id from ContentVersion where ContentDocumentId = :myDocumentId LIMIT 1].id; // Add document to the envelope myEnvelope = myEnvelope.withDocuments(dfsle.DocumentService.getDocuments(ContentVersion.getSObjectType(), new Set { myFileId })); ``` ## Step 4. Define the recipient tabs Create one tab each of types Sign Here, Initial Here, Date Signed, and Text, and associate them with your document. These are just four of the many [tab types](/docs/esign-rest-api/reference/envelopes/enveloperecipienttabs#tab-types) supported by the Apex Toolkit. The Sign Here tab is placed in the document using [Auto-place (anchor tagging)](/docs/esign-rest-api/esign101/concepts/tabs/auto-place). **`Apex`** ```java title="Apex" dfsle.Tab myInitialHereTab = new dfsle.InitialHereTab() .withRequired(true) // Signing optional .withPosition(new dfsle.Tab.Position( 1, // The document to use 1, // Page number on the document 320, // X position 290, // Y position null, // Default width null)); // Default height // Create a Text tab dfsle.Tab myTextTab = new dfsle.TextTab() .withRequired(true) // Signer must enter value .withPosition(new dfsle.Tab.Position( 1, // The document to use 1, // Page number on the document 210, // X position 305, // Y position 100, // 100 pixels wide null)); // Default height // Create a Sign Here tab dfsle.Tab mySignHereTab = new dfsle.SignHereTab() .withScale(1.5) // 1.5 scale .withRequired(true) // Signing mandatory .withAnchor(new dfsle.Tab.Anchor( 'signed', // Anchor string false, // Do not allow white space in anchor string false, // Anchor string is not case sensitive 'right', // Horizontal alignment in relation to the anchor text true, // Ignore if the anchor text is not present in the document true, // Must match the value of the anchor string in its entirety 'pixels', // Unit of the x and y offset properties 20, // X offset 0)); // Y offset // Create a Date Signed tab dfsle.Tab myDateSignedTab = new dfsle.DateSignedTab() .withFormatting(new dfsle.Tab.Formatting( 'Helvetica', // Font 'default', // Font color 14, // 14pt size, true, // Bold false, // Italic false, // Underline false, // Conceal value false)) // Fixed width .withPosition(new dfsle.Tab.Position( 1, // The document to use 1, // Page number on the document 330, // X position 470, // Y position null, // Default width null)); // Default height ``` ## Step 5. Specify the recipient for the envelope Create a [dfsle.Recipient](/docs/salesforce/apex-toolkit-reference/recipient.html) object for each recipient of the envelope and add tabs using the `withTabs` method. In this example, the envelope will have one signer recipient. Once a recipient is created, use the [withRecipients](/docs/salesforce/apex-toolkit-reference/envelope.html) method to add it to the envelope. **`Apex`** ```java title="Apex" dfsle.Recipient myRecipient = dfsle.Recipient.fromSource( 'Lily TheGSD', // Signer name 'lilythegsd@gmail.com', // Signer email null, // Signer phone number 'Signer 1', // Signer role null) // No Salesforce association .withTabs(new List { // Associate the tabs with this recipient myInitialHereTab, myTextTab, mySignHereTab, myDateSignedTab }); // Add recipient to the envelope myEnvelope = myEnvelope.withRecipients(new List { myRecipient }); ``` ## Step 6. Send the envelope Send the envelope using the [dfsle.EnvelopeService.sendEnvelope](/docs/salesforce/apex-toolkit-reference/envelopeservice.html) method. The `sendNow` parameter is set to `true` to indicate that you want to send the envelope immediately. Setting the `sendNow` parameter to `false` will save the envelope as a draft. The Apex Toolkit does not support sending a draft envelope. To send a draft envelope, you will need to call the [eSignature REST API](/docs/esign-rest-api) outside of the Apex Toolkit. **`Apex`** ```java title="Apex" myEnvelope = dfsle.EnvelopeService.sendEnvelope( myEnvelope, // The envelope to send true); // Send now? ``` ## Step 7. Get the status Docusign administrators can track the status of Docusign envelopes after sending them to recipients by using the Apex Toolkit [dfsle.StatusService.getStatus](/docs/salesforce/apex-toolkit-reference/statusservice.html) method. This method returns the current status of the envelope (Created, Deleted, Sent, Delivered, Signed, Completed, or Declined), the time and date of the most recent action on the envelope, and other information as a list of [dfsle.Envelope.Status](/docs/salesforce/apex-toolkit-reference/envelope.html) objects. This method is passed a set of Salesforce source records that are associated with envelopes and an integer specifying the maximum number of records that will be returned. Getting envelope status is useful to ensure that the envelope operations you've already performed, such as sending, confirming delivery, signing, or completion, have been executed successfully and to detect new status changes for an envelope. You must be the sender of the envelopes to call the `dfsle.StatusService.getStatus` method. **`Apex`** ```java title="Apex" Id mySourceId; // The Salesforce ID of the object from which DocuSign envelopes were sent // Retrieve the five most recent envelope statuses from the Salesforce source object // The status results are sorted oldest to newest List myStatus = dfsle.StatusService.getStatus( new Set { // IDs of the Salesforce objects with associated status mySourceId }, 5); // Maximum number of records to return ``` ## Step 8. Execute your method To execute your code, go to the [Developer Console](https://help.salesforce.com/s/articleView?language=en_US\&id=sf.code_dev_console.htm\&type=5) in Salesforce, open the **Debug** menu, then select **Open Execute Anonymous Window**. Type the accompanying code in the window and select **Execute**. > **Note** > > View the source code for this how-to on GitHub: [Apex](https://github.com/docusign/code-examples-apex/blob/master/force-app/main/default/classes/SendEnvelopeWithTabsController.cls). **`Apex`** ```java title="Apex" RecipientTabsExample.sendEnvelopeMethod(); ``` ## Next steps * See all available Apex Toolkit [How-to guides](/docs/salesforce/how-to). * Learn more about [tabs](/docs/esign-rest-api/esign101/concepts/tabs) and how to use them in your documents. * Learn [How to send an envelope](/docs/salesforce/how-to/send-envelope). * See [How to perform unit testing](/docs/salesforce/how-to/unit-testing) to ensure that you have adequate code coverage.